Daniel Lambert is a financial advisor with Ameriprise Financial Services in Perrysburg, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2016 and previously worked at H&R Block from 2014 to 2018. Outside of his advisory role, Lambert serves as a trustee on the Lucas County Mental Health and Recovery Services Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement-income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Andrew Hudak is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors and Aflac among other firms. Outside of his advisory role, he is involved with the Ballet Theatre of Toledo and the Toledo Area Small Business Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party research, and multiple investment strategies.

Tristen Stevens is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2024 and specializes in helping clients develop personalized wealth management strategies tailored to their unique financial goals and life priorities. Tristen’s approach emphasizes understanding what matters most to clients, enabling him to create flexible plans aligned with changing market conditions. Before becoming a financial advisor, Tristen worked at Microsoft in Redmond, Washington, where he supported small- to medium-sized businesses in the purchase and deployment of technological solutions incorporating artificial intelligence. He holds a Bachelor's Degree in Marketing and Professional Sales from the University of Toledo and holds the Professional Investment Advisor (PIA) designation. His areas of expertise include college education planning, equity compensation services, family wealth management, retirement income strategies, portfolio management, and tax minimization. Tristen resides in Temperance, Michigan, with his wife Alexis. They enjoy traveling, camping, and spending time with friends and family. He is active in local hockey leagues and participates in several organizations throughout Northwest Ohio and Southeast Michigan.

James Rutledge is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Merrill and Huntington Investment Company prior to joining Charles Schwab and its affiliated entities in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research’s due diligence on alternative investments.

Lionel Brock is a financial advisor with LPL Financial in Maumee, Ohio, holding 14 years of industry experience. His prior roles include positions at WealthWave, Netlaw, and United Healthcare. He has served on the Make a Wish Regional Advisory Board since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, supported by model portfolios and research from multiple sources.

Matthew Detrick is a Wealth Management Advisor with the McHugh Group at Merrill Lynch Wealth Management in Toledo. He has been in the financial services industry since 2008, beginning his career at Merrill as a client associate. Matthew focuses on areas including legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income for retail, corporate, retirement plan, affluent, and high-net-worth clients. A Toledo native, Matthew earned both his Bachelor's in Business Administration and his Master's in Business Administration from the University of Toledo. He holds several professional designations, including Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). Committed to his community, Matthew participates in volunteer activities and embraces a philosophy of working closely with clients to develop personalized financial strategies tailored to their long-term goals. In his personal time, he enjoys golfing, rock climbing, and running.

James Morgan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has worked at Primerica Advisors since 1996 and Newman Financial since 2024. Outside of his advisory role, Morgan is a self-employed attorney and serves as a substitute magistrate for the Toledo Municipal Court. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Zach Steinmetz is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mansour Wealth Management and The Andersons Inc. Outside of his advisory work, he is involved with Pro Golf Fairways, assisting with golf simulators and cash handling. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm serves clients with significant investable assets through a centralized consulting team that delivers algorithm-assisted, non-discretionary recommendations.

Thomas Sullinger is a Financial Advisor at Merrill Lynch Wealth Management and a partner with the Mollenkamp-Sullinger Group. He works with individuals and families to address key financial decisions and develop customized strategies to meet their unique needs. He holds a Bachelor of Science in Business Administration from the University of Cincinnati. Professionally, Thomas has earned the Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA) designations. His expertise includes college and education planning, liquidity management, retirement planning, portfolio management, tax minimization, and investment strategies for individuals and corporate clients. Outside of his professional career, Thomas is a former member of the University of Cincinnati Men's Golf Team. He enjoys golf, basketball, bowling, football, racquetball, spending time with family, traveling, and watching movies. Thomas is involved in the community through his participation with First Tee - Lake Erie.

Michael Jesionowski is a financial advisor with Wells Fargo Clearing in Toledo, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior work at Nationwide Investment Services Corporation. He has been with Wells Fargo Clearing since 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan sponsors with tailored investment strategies and fiduciary oversight.

Tina Jordan is a financial advisor with Ameriprise in Wauseon, Ohio, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at CUNA Brokerages Services, Inc. and Sun Federal Credit Union. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, using a centralized consulting team to provide non-discretionary, research-driven recommendations that integrate tax efficiency and asset management strategies.

Kari Williams is a financial advisor with Raymond James Financial in Waterville, Ohio, holding a Series 63 designation and 22 years of industry experience. She previously worked at Edward Jones for 16 years before joining Parsons Wealth Partners and Raymond James in 2019. Williams is also involved as an associate employee supporting Parsons Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Benjamin Boros is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Fidelity Investments and various positions outside the financial sector. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Aaron Arnold is a financial advisor with Edward Jones in Perrysburg, OH, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including prior roles at Key Investment Services and KeyBank. Outside of advisory services, he manages AJA Holdings LLC, an entity that owns his Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Rajesh Laungani is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at OSAIC since 2018. Prior to joining OSAIC, he worked for Signator Investors, Inc. for 12 years. He is also president of Platinum Wealth Solutions of Ohio, an LLC offering financial services and insurance products. Additionally, Laungani serves as a board member of the Hindu Temple of Toledo. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, unified managed accounts, and access to third-party money managers through a variety of platforms and proprietary tools.

Theresa Cooper is a financial advisor with Raymond James Financial in Maumee, Ohio, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 17 years of industry experience, including ten years at Merrill Lynch prior to joining Raymond James. Since 2019, she has also worked with Diana Patton Consulting, LLC in a customer service and retirement plan support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory support and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Kurth is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2014. She is based in Toledo, Ohio, and has 12 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Kristin Gedert is a financial advisor at Ameriprise with 30 years of industry experience. She holds the Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as vice president on the board of directors for Commerce Office Park and is involved in tax preparation through KEG Tax Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating research and data-driven recommendations within a distinct investment framework.

Patrick Mollenkamp is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1991 and focuses on delivering a comprehensive approach to managing wealth. Patrick assists clients in building wealth management strategies tailored to their individual needs by listening carefully and helping them make informed decisions. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, and personal retirement planning. Patrick holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Whitmer High School. Outside of his professional role, Patrick enjoys football, golfing, spending time with his family, and traveling.

David Himich is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with both Morgan Stanley Wealth Management and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.